In this episode Jim talks about how tax planning is changing and what you need to be aware of when planning for retirement.

How to prepare for a Bear Market

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.